Nearing Retirement

Insights, tools and resources for those who are planning to retire in the next five to ten years, or have been investing for retirement 25+ years.

We understand that at this stage, you may be:

  • Looking for ways to ramp up your savings and pay down debt
  • Thinking about how you'll fund
    your post-retirement lifestyle
  • Nearing retirement age but don't have a full strategy in place

Insights & Guidance to Support Your Goals


Planning for the Shift From Investing to Spending in Retirement

Whether retirement is a long way off or just around the corner, there are a few questions you'll want to ask yourself right now. The answers will help you plan for the transition from saving and investing to living off your retirement assets.

3:08 min video


Understanding Social Security

As a popular source of retirement income for many, it’s important to know what your social security benefits are and how you can help maximize them.

2:43 min video


5 Questions to Consider as You Plan Your Retirement Income Strategy

Can your investments support your vision for retirement? These five questions can help you figure it out.

3 min read


Help Protect Your Retirement Assets

Protecting your retirement assets from the rising cost of healthcare.

3 min read


5 Key Considerations When Reviewing Your Current & Future Insurance Needs

Could you be doing more to protect your family and your future?

2 min read


6 Ways to Help Improve Your Financial Outlook at Every Life Stage

What should you be thinking about today, at this stage of your life, to improve your financial outlook? Get ideas for your 20s through your 70s and beyond.

6 min read


7 Tips to Help Maximize Your Social Security Benefits

Retirement can cost 70%-80% of your current income annually. A key source of funding for many is Social Security. Learn tips to make the most of your benefits.

Less than a minute read

Additional Tools & Resources

Retirement Planning Milestones: A Timeline for Achievement

Know which birthdays are most important when it comes to planning for your retirement.

Budget Worksheet

Have you created a budget that includes investing for retirement?

Letter of Instructions to My Family

This is a difficult subject to think about, but it's necessary. Use this worksheet to help in making your final wishes known to your family.

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